APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$1.26M
3
+$1.09M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$965K
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$963K

Top Sells

1
+$576K
2
+$379K
3
+$200K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
M icon
Macy's
M
+$160K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.05%
3 Healthcare 5.09%
4 Financials 3.37%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.74%
5,444
+437
27
$1.07M 0.72%
18,233
+1,757
28
$1.06M 0.71%
8,066
-422
29
$1.03M 0.69%
6,416
+9
30
$1.01M 0.68%
66,125
+35,795
31
$998K 0.67%
20,034
-534
32
$991K 0.66%
11,740
+1,923
33
$968K 0.65%
6,957
+563
34
$959K 0.64%
6,946
-291
35
$887K 0.6%
10,119
+4,007
36
$847K 0.57%
39,013
+4,359
37
$822K 0.55%
6,798
+6,266
38
$821K 0.55%
9,406
+665
39
$818K 0.55%
22,385
+10,045
40
$784K 0.53%
11,446
-534
41
$778K 0.52%
2,929
+181
42
$752K 0.5%
20,428
+1,324
43
$741K 0.5%
3,453
+332
44
$734K 0.49%
10,321
-519
45
$712K 0.48%
5,034
+26
46
$691K 0.46%
2,976
-200
47
$680K 0.46%
3,471
-122
48
$676K 0.45%
7,358
-1,576
49
$675K 0.45%
16,216
-1,575
50
$673K 0.45%
13,906
+3,613
1
2
3 4 5